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Equifax
EFX

Overview Fund Activity

499 hedge funds and large institutions have $13.9B invested in Equifax in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 160 increasing their positions, 197 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-20
Holders Change %
-3.85%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
51
Increased
160
Reduced
197
Closed
66
Calls
$63.6M
Puts
$37.3M
Net Calls
+$26.4M
Net Calls Change
-$6.87M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.65B
2
MCM
2
Melvin Capital Management
New York
$95.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$295M
4
JIM
4
Jensen Investment Management
Oregon
$74.2M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$97.5M

Top Sellers

1
IFP
1
Independent Franchise Partners
United Kingdom
$231M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$182M
3
Capital International Investors
3
Capital International Investors
California
$1.06B
4
SC
4
Samlyn Capital
New York
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$82.5M +$27.1M +226,809 +49%
Charles Schwab
27
Charles Schwab
California
$78.4M -$575K -4,812 -0.7%
JIM
28
Jensen Investment Management
Oregon
$74.2M +$60.2M +503,943 +430%
Fundsmith LLP
29
Fundsmith LLP
United Kingdom
$67.9M -$10.3M -86,166 -13%
Franklin Resources
30
Franklin Resources
California
$67.5M +$62.6K +524 +0.1%
CS
31
Credit Suisse
Switzerland
$65.4M +$617K +5,168 +1%
Bank of America
32
Bank of America
North Carolina
$64.7M +$2.4M +20,132 +4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$63.2M +$47.2M +394,911 +294%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$61.9M -$568K -4,756 -0.9%
Goldman Sachs
35
Goldman Sachs
New York
$58.6M -$6.37M -53,356 -10%
ESCM
36
Echo Street Capital Management
New York
$56.7M -$14M -117,595 -20%
Swiss National Bank
37
Swiss National Bank
Switzerland
$56.1M +$10.6M +89,000 +23%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$55M +$452K +3,786 +0.8%
WHG
39
Westwood Holdings Group
Texas
$54.1M -$6.2M -51,911 -10%
Wells Fargo
40
Wells Fargo
California
$53.9M +$12.1M +101,613 +29%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$48.5M +$13.2M +110,900 +38%
CII
42
Capital International Inc
California
$45.8M -$2.32M -19,408 -5%
FCM
43
Farallon Capital Management
California
$45.2M -$32.7M -273,914 -42%
UBS AM
44
UBS AM
Illinois
$44.3M +$3.01M +25,227 +7%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$44M -$2.36M -19,752 -5%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$42.9M -$1.72M -14,370 -4%
PPA
47
Parametric Portfolio Associates
Washington
$40.3M +$3.51M +29,409 +10%
Deutsche Bank
48
Deutsche Bank
Germany
$35.5M -$37.8M -316,835 -52%
Fidelity International
49
Fidelity International
Bermuda
$33.8M +$6.01M +50,317 +22%
William Blair Investment Management
50
William Blair Investment Management
Illinois
$33.8M +$61.3K +513 +0.2%
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